For Credit Union CIOs & CISOs

Stop dreading the NCUA cyber exam.

Examiner-ready evidence on a continuous cadence. Not the night before. Rozmith runs IT, cybersecurity, and NCUA-aligned GRC for Southeast credit unions as one accountable team — GuidePoint-grade governance at regional-firm pricing.

The Pain

Most MSPs miss the credit union beat.

NCUA examiners aren't asking your MSP nice questions about uptime. They're asking about ACET maturity, third-party assessor findings, ACH/wire fraud controls, member data protection, and continuous evidence. If your MSP can't answer in the room, you answer in the room. That's the problem.

01 — Exam Findings

Repeat findings, year after year

The same control gaps show up because the help desk closes tickets but nobody owns the control. Findings compound. So does examiner attention.

02 — Third-Party Risk

Vendor risk programs that exist on paper

NCUA wants evidence that you're actually monitoring your vendors — not just a spreadsheet someone updated last June.

03 — Fraud Exposure

ACH and wire fraud — and the controls behind them

Member-facing fraud is the headline risk. The controls — authentication, transaction monitoring, dual approval — are where most CU stacks have quiet gaps.

04 — The Cost of Building This Internally

Hiring a CISO + a SOC + a GRC lead is a $1M+ stack

For a $250M–$2B CU, that math doesn't work. So most CUs run lean and hope the next exam goes okay.

How We Work

We don't open with the MSP pitch. We open with the assessment.

The credit union stack is full of things that look fine until an examiner looks at them. We come in for an assessment first. We show you, with audit-grade evidence, what's actually broken. Then we have an honest conversation about who fixes it.

"You need brake pads. A rotation. A few other things." That's the conversation. With evidence. Not vibes.

1

Assessment

NCUA-aligned cyber + IT gap analysis. Pen test or phishing if the scope calls for it.

2

Evidence

You get a findings package an examiner would respect. Mapped to ACET, FFIEC, NIST CSF.

3

Remediation

We close the gaps. Either you run our playbook in-house, or we run it for you. Your call.

4

Run It

If it makes sense, we move into MSP / MSSP / GRC-as-a-Service. Continuous evidence, one accountable team.

Proof — Anonymized

What this looks like in production.

We don't name clients. Our anonymity rules are strict — that's the same posture we'll take with you. Here's the pattern.

Pattern — Regulated Mid-Market Financial Services Client

From "exam-week scramble" to continuous evidence, one accountable team.

Before: separate firms for help desk, SOC, and GRC. Three vendors, three contracts, three sets of finger-pointing every time an exam came up. Findings repeated year over year because nobody owned the control end-to-end.

After: one team across IT, security, and GRC. Apptega-powered continuous evidence mapped to NCUA, FFIEC, and NIST CSF. Phishing dwell time measured in minutes. Vendor risk on a real cadence. Examiner walks in, evidence walks out.

We run regulated mid-market clients across the Southeast US. Anonymized references available under NDA.

Lead Magnet

NCUA Cybersecurity Examination Worksheet

The control map we wish every CIO at a Southeast credit union had three months before their cyber exam. Free. No sales call attached — but if you want one, the box is there.

  • Mapped to NCUA ACET maturity domains
  • Cross-walked to FFIEC IT examination and NIST CSF 2.0
  • Evidence checklist — what to have ready, in what format
  • The 12 findings we see most often, and how to close them

Talk To Us

Book a 30-min scoping call.

No deck. No slides. A working conversation: where you are, what your last exam said, where the noise is. If a paid assessment makes sense, we'll scope it. If it doesn't, we'll say so.

  • Direct conversation with a Rozmith Managing Partner
  • NDA-friendly — anonymity is our default posture, not a favor
  • No call-back loops. You'll get a calendar link inside one business day.

FAQ

The questions we get from CIOs at credit unions.

Do you replace our existing MSP, or work alongside one?

Either. Most engagements start as an assessment — that's vendor-agnostic and doesn't disturb anything. From there, the credit union picks the model: keep the incumbent and bolt us on for security + GRC, or move the whole stack to one accountable team. We've done both.

How does this map to ACET and FFIEC?

Our control set is mapped to NCUA ACET maturity domains, the FFIEC IT examination handbook, and NIST CSF 2.0 — through Apptega, our GRC platform of record. Evidence is continuous, not point-in-time. When the examiner asks "show me," the answer is one click, not a fire drill.

What size credit union do you typically work with?

Our sweet spot in this vertical is $250M–$2B in assets, single-state or multi-state. Below that, the math gets tight. Above that, the stack often justifies a dedicated internal CISO that we partner with rather than replace.

Are you Microsoft, Fortinet, CrowdStrike, etc.?

Yes — Microsoft CSP/MVP, Fortinet, Mimecast, Tanium are partners. EDR via CrowdStrike or SentinelOne depending on the fit. Tenable for vulnerability and exposure. Apptega for GRC. We don't push tools we don't operate ourselves.

How do you handle member data?

Member-data-grade controls are the baseline, not the upsell — DLP, encryption, access governance, IRM, privileged access management. Mapped to NCUA Part 748 Appendix A/B and FFIEC information security.

What's the engagement timeline?

An assessment runs 3–6 weeks. From there, MSP/MSSP transitions for a CU your size usually land inside 60–90 days. We co-build the runbook with your team so there's no "go-live cliff."